THE HAGEN FIRM, PLLC
Certified Public Accountants
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Planning Tools
Business Owner
Decision Tools
Benefits and retirement plans
401(k) plans
Building a retirement plan for your business
Comparison of types of educational assistance
Individual 401(k) Illustration
Business planning basics
2003 numbers
Net worth calculator
Choosing an entity
Choosing a business entity
Comparison of LLCs, LLPs, and professional corporations
How C Corporations, Limited Liability Companies, and Limited Liability Partnerships Protect Personal Assets
Insurance planning
Business life insurance needs
Number of policies needed with a cross purchase plan
Tax planning
Accelerating deductions/postponing income
Accelerating income/postponing deductions
Transferring or selling a business
Business succession planning alternatives
Business succession strategy analyzer
Buy-sell agreement analyzer
Buy-sell planning questionnaire
How cross purchase plans work
How entity purchase plans work
Planning for succession of a business interest
Education Planning
Decision Tools
529 plans
529 plans vs. Coverdell education savings accounts
529 plans: advisor-sold state savings plans
529 plans: direct-sold state savings plans
529 plans: prepaid tuition plans
State savings plan nonqualified withdrawals calculator
State savings plans vs. prepaid tuition plans
Determining how much to save for college
College savings analyzer
Finding the funds to pay for a college education
Higher education figures at-a-glance
Evaluating college savings options
Advantages and disadvantages of 529 plans
Advantages and disadvantages of Coverdell education savings accounts
Advantages and disadvantages of custodial accounts for college savings
Advantages and disadvantages of U.S. savings bonds for college savings
College funding options analyzer
College savings vehicles compared
Financial aid
College application and financial aid calendar
Comparison of federal higher education loans
Financial aid calendar
Tax issues
Comparison of education tax credits and deductions
Qualified education expenses defined
Summary of tax-advantaged college savings options
Estate Planning
Decision Tools
Business planning
Business life insurance needs
Business succession planning alternatives
Choosing a business entity
How cross purchase plans work
How entity purchase plans work
Number of policies needed with a cross purchase plan
Planning for succession of a business interest
Charitable giving
How a charitable lead trust works
How a charitable remainder trust works
The best property to give to charity
Estate planning basics
529 Plan Federal estate tax calculator
529 Plan Federal estate tax calculator - (Consumer Version)
Common incapacity documents
Estate shrinkage
Federal estate tax estimator
Federal transfer tax exemption amounts under the Tax Act of 2001
Steps to estate planning success
Table of federal estate tax brackets and exemption limits
Life insurance
Life insurance needs analyzer
Probate
The probate process: 3 to 9 months after death
The probate process: 9 to 12 months after death
The probate process: initial tasks
Types of post-mortem elections
Trusts
Advantages of trusts
How a grantor retained income trust (GRIT) works
How an irrevocable life insurance trust (ILIT) works
How an irrevocable trust protects assets
Investment Planning
Decision Tools
Creating an investment portfolio
Annuities
Asset allocation pie chart illustrator
Building an investment portfolio
College funding options analyzer
Common types of mutual funds
Exchange traded funds and mutual funds compared
Investing for retirement
Major asset classes
Investment planning basics
Common investment mistakes to avoid
Consumer price index inflation calculator
Growth of annual deposits calculator
Investor Profile and Asset Allocation Calculator
Simple rules for investing
Steps to financial planning success
Taxes
Capital gains and dividends tax relief
Jobs and Growth Tax Relief Reconciliation Act of 2003: Highlights
Personal Finance
Decision Tools
Owning a home
Homeowners insurance quiz
How to save money on your homeowners insurance
Is my home mortgage interest fully deductible?
Less common mortgage options
Mortgage payment calculator
Popular types of mortgages
Should you refinance your mortgage?
Saving, spending, and borrowing
Consumer price index inflation calculator
Credit cards--advantages vs. disadvantages
Deciding which credit card to get
Growth of annual deposits calculator
Loan amortization calculator
Net worth calculator
Personal cash flow worksheet
Retirement Planning
Decision Tools
401(k) plans
401(k) plans
Individual 401(k) Illustration
Health care issues
Medicaid eligibility for nursing home care
Medicare figures at-a-glance
Medicare, Medigap, and Medicaid
IRAs
Comparison of traditional IRAs and Roth IRAs
IRA eligibility flowchart: 2007
IRA eligibility flowchart: 2008
Roth IRA future value calculator
Traditional IRA future value calculator
Traditional IRA required minimum distribution illustrator
Retirement planning basics
Building an investment portfolio
Consumer price index inflation calculator
Growth of annual deposits calculator
How taxation can affect your retirement funds
Investing for retirement
Investor Profile and Asset Allocation Calculator
Net worth calculator
Personal cash flow worksheet
Saving for your retirement
Social Security
How earnings affect Social Security
Social Security figures at-a-glance
Sources of retirement income: filling the Social Security gap
Special Situations
Decision Tools
Caring for an aging parent
Housing options for aging parents
Tips for caregivers
Financial basics
Auto loan payment calculator
College funding options analyzer
College savings analyzer
Credit cards--advantages vs. disadvantages
Growth of annual deposits calculator
Loan amortization calculator
Mortgage payment calculator
Net worth calculator
Personal cash flow worksheet
Saving for your retirement
Insurance basics
Auto insurance analyzer
Comparison of types of life insurance
Disability income needs worksheet
Homeowners insurance quiz
Life insurance needs analyzer
Which health plan is right for you?
Tax Planning
Decision Tools
General tax planning
Accelerating deductions/postponing Income
Accelerating income/postponing deductions
Federal individual income tax fundamentals
Remarriage with children: income tax considerations
Tax credits and deductions
Comparison of education tax credits and deductions
General business tax credits
Is my home mortgage interest fully deductible?
Tax credit sampler